Christopher M. Lee, CFP®, CPWA®
Co-owner & Senior Advisor
Christopher M. Lee is a co-owner of New England Capital Financial Advisors, LLC (a Registered Investment Advisor company registered with the SEC) and has been in the financial service industry since 1993. He graduated with a B.S. from Central Connecticut State University, School of Business, majoring in Finance. In an effort to continue his education and better prepare to advise his clients, Chris has received the following designations and licenses:
Received his CERTIFIED FINANCIAL PLANNER TM certification in 2007. Chris also holds the Certified Private Wealth Advisor® certification, administered by the Investments and Wealth Institute and taught in conjunction with the Yale University School of Management.
Investment Advisor Representative of New England Capital Financial Advisors, LLC a Registered Investment Advisor company (registered with the SEC)
Life insurance licensed in the State of Connecticut.
His 27 years of experience in the industry has given him the knowledge and skill to advise clients and the unending inspiration to do so. The satisfaction of watching clients succeed drives him to continue in the industry, along with the joy of forming meaningful relationships with his clients over the years. Chris sees his role as a Senior Advisor as something similar to being a teacher, life coach, and listener. When his clients confide in him, he is eager to offer them a mixture of comfort and truth, providing them with honest information and solutions that work. As someone who feels a strong connection to this community, Chris has also joined several
organizations that revolve around the financial planning industry, such as:
Connecticut Jump$tart Coalition for Personal Financial Literacy, Board of Directors Past President,
2021 Southington-Cheshire YMCA, Finance Committee, 2016 – 2019
President of the Financial Planning Association of Connecticut, from 2021-present. The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
He is also a speaker and seminar leader on various financial planning topics. He also has written articles in various newspapers and trade journals. Chris enjoys spending his spare time with his wife Leandra, and their children, Joseph, Ryon, Anthony, and Nadia.